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Personal Message from President, Chris Cosenza

Submitted by Brookhaven Wealth Management on May 19th, 2020

 

 

 

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What the Coronavirus Reminds Us: It’s Never a Bad Time to Plan

Submitted by Brookhaven Wealth Management on February 7th, 2020

 

News of the Coronavirus epidemic in China is everywhere right now. And it really has us thinking about the benefits of planning ahead.

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How Do I Choose Medicare Coverage When I Retire?

Submitted by Brookhaven Wealth Management on January 8th, 2020

 

 

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Our Investment Process

Submitted by Brookhaven Wealth Management on December 7th, 2019

 

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What do I do with that pension?

Submitted by Brookhaven Wealth Management on November 7th, 2019

 

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Life Insurance

Submitted by Brookhaven Wealth Management on October 7th, 2019

 

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How can you plan for Long Term Care?

Submitted by Brookhaven Wealth Management on September 6th, 2019

 

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  • Healthcare
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Saving for College

Submitted by Brookhaven Wealth Management on August 7th, 2019

 

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Brookhaven Wealth Management Gives Back

Submitted by Brookhaven Wealth Management on July 10th, 2019


 

 

 

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How can you make some of your retirement income tax free?

Submitted by Brookhaven Wealth Management on July 8th, 2019

 

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5555 Glenridge Connector 
Suite 200
Atlanta GA 30342

Tel: 678-929-6570
Fax: 678-929-6572
Email: info@brookhavenwm.com

    

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30 Min

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Chris Cosenza CFP®, AIF®  is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Brookhaven Wealth Management® and United Planners are independent companies. 

United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, MD, ME, NC, NJ, NY, SC, TX.   

Insurance-related services may not be provided to individuals residing in any states other than FL, GA, MA, NC, NJ, NY, SC, TN, TX.  

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

The opinions voiced on this website are for general information only and are not intended to provide specific advice or recommendations for any individual security or strategy. To determine which investment(s) or strategies may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

Third party links are provided as a courtesy only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content.  We make no representation as to the completeness or accuracy of information provided at these web sites, nor are we liable for any technical issues or consequences arising out of your access to, or use of, third-party technologies, websites, information and programs made available through this web site. When you access a third party website, you are leaving our website and assume total responsibility for your use of the third party site. 

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